Quincy Loreen

Wealth Advisor / Client Services Manager

Quincy is a Wealth Advisor and Client Services Manager providing support for clients and advisors. He also provides ongoing assistance to our Operations and Client Services teams. Quincy graduated in May of 2020 from Washington State University with a degree in both Finance and Accounting. Prior to joining us, he was an intern with a portfolio manager, and two insurance companies. Outside of the office Quincy is passionate about music, snowboarding and all things sports!